J.P. Morgan Wealth Management - Private Client Advisor - Orlando, FL
About the role
J.P. Morgan Chase is dedicated to helping clients manage their financial needs, supporting employees, and fostering a diverse and inclusive environment. We leverage advanced technology and a broad investment platform to offer tailored financial solutions to individuals and families.
Job Responsibilities
- Champion and support team members' success and foster a diverse culture
- Build a book of business and deliver personalized investment solutions
- Support clients with comprehensive financial planning and advice
- Offer advised solutions and Chase partner referrals to deepen client relationships
- Provide holistic views of clients' needs and financial coaching
- Embrace digital innovations to enhance clients' investment experiences
Required Qualifications, Capabilities, And Skills
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, relationship building, and integration with key partners
- Proven ability and commitment to goals-based planning and advice
- A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications, Capabilities, And Skills
- Certified Financial Planning (CFP®) certification
- Bachelor's degree preferred
Investment And Insurance Products
Products not FDIC insured, not guaranteed by any federal government agency, not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates. Subject to investment risks, including possible loss of principal amount invested. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About Us
We are a leading financial services firm, serving nearly half of America's households and small businesses. Our mission is to create engaged, lifelong relationships and serve our customers at the heart of everything we do. We help small businesses, nonprofits, and cities grow by providing various financial solutions.
Our Commitment
We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. We also provide a range of benefits and programs to support employee needs, such as comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Equal Opportunity Employer
We are committed to diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.